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Louis Goldman

Creativeone Securities, LLC
46 Years of Experience
River Edge, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Louis Goldman is a registered investment advisor at Creativeone Securities, LLC, based in River Edge, NJ, with 46 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 Kinderkamack Rd, Suite 303, River Edge, NJ, 07661

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Louis is the President of Tax Depot NJ, LLC, spending about half of his time there. He is also an insurance agent with Lou Goldman Insurance, dedicating a few hours per week, and a notary, spending minimal time on this activity.

Employment History
Current Registrations
Creativeone Securities, LLC
March 2024 - Present · 2 yrs 7 mos
Creativeone Securities, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Kovack Securities INC.Broker
November 2023 - November 2023 · 0 mos
American Portfolios Advisors, INC
January 2019 - October 2023 · 4 yrs 9 mos
American Portfolios Financial Services, INC.Broker
January 2019 - October 2023 · 4 yrs 9 mos
Questar Asset Management, INC.
August 2008 - January 2019 · 10 yrs 5 mos
Questar Capital CorporationBroker
December 2006 - January 2019 · 12 yrs 1 mo
Usallianz Securities, INC.Broker
September 2005 - December 2006 · 1 yr 3 mos
Allstate Financial Services, LLCBroker
August 2001 - August 2005 · 4 yrs
Allstate Financial Services, LLCBroker
July 2001 - July 2001 · 0 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - July 2001 · 1 yr
Polaris Financial Services, INC.Broker
February 2000 - July 2000 · 5 mos
Royal Alliance Associates, INC.Broker
September 1999 - February 2000 · 5 mos
Polaris Financial Services, INC.Broker
November 1989 - September 1999 · 9 yrs 10 mos
Investacorp, INC.Broker
January 1986 - October 1989 · 3 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1985 - July 1986 · 1 yr 1 mo
Equico Securities, INC.Broker
June 1985 - February 1986 · 8 mos
Descap Securities, INC.Broker
March 1985 - April 1985 · 1 mo
First Investors CorporationBroker
February 1979 - September 1984 · 5 yrs 7 mos
State Registrations4 states
CANJNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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